Gen Y, It’s time to learn about mutual funds and establish a relationship with them. First, there are over 10,000 funds and a gazillion data points and OMG it’s too much. So let’s figure out a way to drill down to the basics (it’s still gonna be a lot of stuff) and have a way… Continue reading Mutual Fun(ds). Let’s Play.
Tag: Mutual fund
Nontaxable vs Taxable. My Eyes Just Glazed Over.
Dear Young Adult, It’s time to get into a bit of detail and start to organized into groups the vehicles that will be holding your greenbacks. What do we know that needs to be said again with an “Ah Ha” at the end? It is this: An IRA account is non-taxable. Thus I pay no… Continue reading Nontaxable vs Taxable. My Eyes Just Glazed Over.
Things I Have: Checking, Savings and Retirement Accounts. Now What?
Hi 20-somethings, Get ready to think a bit and use your imaginations and ponder and plan. This is about your life and it’s exciting. You have a job, you have a checking account and now you have an IRA account. I think you even have a savings account. These are all good things. Money is… Continue reading Things I Have: Checking, Savings and Retirement Accounts. Now What?